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IFP Advisors, Inc: RC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on RC, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 11,197 RC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,197 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $19,595.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,614 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $17,195.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,780 shares
    Change vs previous 13F -1,751 shares

    <0.01% of the 13F portfolio, value $23,500.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 12,531 shares
    Change vs previous 13F -1,799 shares

    <0.01% of the 13F portfolio, value $48,495.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,330 shares
    Change vs previous 13F +7,004 shares

    <0.01% of the 13F portfolio, value $62,621.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,326 shares
    Change vs previous 13F +6,841 shares

    <0.01% of the 13F portfolio, value $37,290.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 485 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,308.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,701.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).